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U-Haul Holding Co

202 hedge funds and large institutions have $377M invested in U-Haul Holding Co in 2025 Q4 according to their latest regulatory filings, with 33 funds opening new positions, 70 increasing their positions, 62 reducing their positions, and 36 closing their positions.

New
Increased
Maintained
Reduced
Closed

153% more call options, than puts

Call options by funds: $726K | Put options by funds: $287K

13% more repeat investments, than reductions

Existing positions increased: 70 | Existing positions reduced: 62

2.29% more ownership

Funds ownership: 36.2%38.48% (+2.3%)

8% less first-time investments, than exits

New positions opened: 33 | Existing positions closed: 36

3% less funds holding

Funds holding: 209202 (-7)

6% less capital invested

Capital invested by funds: $400M → $377M (-$22.8M)

Holders
202
Holders Change
-7
Holders Change %
-3.35%
% of All Funds
2.46%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.01%
New
33
Increased
70
Reduced
62
Closed
36
Calls
$726K
Puts
$287K
Net Calls
+$439K
Net Calls Change
+$3.84M
Name Holding Trade Value Shares
Change
Change in
Stake
CIBC Private Wealth Group
151
CIBC Private Wealth Group
Georgia
$5.34K -$585 -11 -9%
CMA
152
Cedar Mountain Advisors
Oregon
$5.24K
SIC
153
SJS Investment Consulting
Ohio
$5.04K -$6.49K -122 -55%
CFO
154
CVA Family Office
Colorado
$5.04K
CP
155
Camelot Portfolios
Ohio
$5.04K +$5.32K +100 New
FP
156
Financial Perspectives
Minnesota
$4.79K
CA
157
CoreCap Advisors
Michigan
$4.54K
FFA
158
Farther Finance Advisors
California
$4.39K +$1.92K +36 +71%
QC
159
Quent Capital
New York
$4.09K -$4.68K -88 -52%
RWA
160
Redmont Wealth Advisors
Illinois
$4.08K -$307K -5,773 -99%
OSAM
161
O'Shaughnessy Asset Management
Connecticut
$2.22K -$50.4K -947 -96%
SAM
162
Smartleaf Asset Management
Massachusetts
$2.19K -$372 -7 -14%
AF
163
Advisornet Financial
Minnesota
$2.07K
MPWT
164
MassMutual Private Wealth & Trust
Connecticut
$2.07K +$2.02K +38 +1,267%
DSC
165
Daytona Street Capital
Missouri
$2.02K +$2.13K +40 New
PWAM
166
Private Wealth Asset Management
Iowa
$1.81K
PWMG
167
Private Wealth Management Group
New Jersey
$1.71K +$1.76K +33 +3,300%
LFG
168
Larson Financial Group
Missouri
$1.66K -$1.12K -21 -39%
Los Angeles Capital Management
169
Los Angeles Capital Management
California
$1.52K +$1.54K +29 New
UB
170
UMB Bank
Missouri
$1.51K
JWA
171
JFS Wealth Advisors
Pennsylvania
$1.31K +$266 +5 +24%
CA
172
Crewe Advisors
Utah
$1.26K
LWM
173
Lodestone Wealth Management
Washington
$1.16K +$1.22K +23 New
GRP
174
Global Retirement Partners
California
$958 +$1.01K +19 New
PWPS
175
Pinnacle Wealth Planning Services
Ohio
$958 +$1.01K +19 New

UHAL Hedge Fund Activity: Q4 2025 in Review

202 of the 8,223 institutional investors tracked by Wall St. Rank reported a position in U-Haul Holding Co (UHAL) for Q4 2025, worth a combined $377M — down 5.7% from $400M a quarter earlier.

Sellers outnumbered buyers: 36 funds closed out of UHAL and 33 opened new positions — a net loss of 3 holders — while 62 trimmed existing stakes and 70 added.

The largest buyer was Quantinno Capital Management, adding an estimated $9.5M. The largest seller was Estuary Capital Management, exiting entirely with an estimated $12.2M sold.

  • 202 institutional investors held U-Haul Holding Co (UHAL) as of Q4 2025, down from 209 in Q3 2025.
  • Funds reported $377M of U-Haul Holding Co stock for Q4 2025, down 5.7% quarter-over-quarter.
  • 33 funds opened new U-Haul Holding Co positions in Q4 2025 and 36 closed out, a net change of -3 holders.
  • The largest U-Haul Holding Co buyer in Q4 2025 was Quantinno Capital Management, an estimated $9.5M added.
  • The largest U-Haul Holding Co seller in Q4 2025 was Estuary Capital Management, an estimated $12.2M sold.

Based on aggregated 13F filings for Q4 2025.